Don’t Let Your Legacy Be a Burden.
Let Estate Planning Make It a Blessing.
INCLUDES THE FOLLOWING DOCUMENTS:
Revocable Living Trust
Pour-Over Will (includes guardians)
Advance Health Care Directive
Power of Attorney
HIPAA Authorization
Certificate of Trust
General Assignment
Get started with our NEW
Digital Estate Plan
California Residents Only At This Time
Why Create an Estate Plan?
Creating an estate plan is an act of kindness and compassion toward the people you love most. It shows that you care deeply about their well-being beyond your time with them.
It’s an opportunity to ensure they are taken care of and your legacy is carried on in a way that is true to your values and beliefs.
Our digital-only estate planning tool was created to help you do just that. It allows you to legally document your wishes about your estate and family affairs so the court doesn’t have to do it for you.
This tool empowers you to take your family’s legacy into your own hands and complete legal documents conveniently from home while offering assurance that our lawyers will review them for accuracy.
To better help you understand here are some our FAQ’s
What is estate planning?
Estate planning is the process of creating legal documents that outline how your assets and belongings will be distributed after your passing and how you will be cared for if you become incapacitated.
Why do I need an estate plan?
Having an estate plan in place ensures that your wishes are carried out after you’re gone and can help to prevent family disputes and legal battles. It also provides for the care of your loved ones and the causes you care about.
When should I create an estate plan?
It’s never too early to create an estate plan. The earlier you start, the more time you have to adjust as your life circumstances change. However, it’s especially important to create an estate plan if you have children, own property, or have significant assets.
What happens if I don't have an estate plan?
If you don’t have an estate plan in place, the distribution of your assets will be determined by the laws of your state, which may not reflect your wishes or priorities. This can lead to family disputes and legal battles that can be emotionally and financially draining for your loved ones.
What if my situation changes after creating an estate plan?
It’s important to review your estate plan periodically and make updates as needed. Major life events such as marriage, divorce, the birth of a child, or the acquisition of new assets can all affect your estate plan and may require changes.
Ask Yourself
- If something happened to you, do you know who would inherit your assets and how they would be distributed?
- Who would you trust to make decisions if you could not make them yourself due to incapacity?
- Have you thought about the legacy you want to leave behind and how your estate plan can help ensure your wishes are carried out?
- If you have minor children, who will care for them if you pass away or get sick?
- Have you reviewed your beneficiary designations for retirement accounts, life insurance policies, and other assets to ensure they align with your wishes?
- Have you reviewed your beneficiary designations for retirement accounts, life insurance policies, and other assets to ensure they align with your wishes?
Digital Estate Plan
How it Works
Legally Nominate Guardians For
Your Minor Children Within Minutes
Click
on the link to begin
Follow
he prompts on the screen
Complete
payment and review information
Download
and print documents
Notarize
documents
You will need the following information to complete your kids safeguard system:
- Your full legal name and contact information
- Contact information for your executor, trustee, and other key individuals involved in your estate plan
- A list of your assets, including property, investments, and other valuable items
- A list of beneficiaries and any specific instructions or conditions for their distribution
- A plan for the care of any minor children, including contact information for the chosen guardian
- Contact information for your executor, trustee, and other key individuals involved in your estate plan
- A plan for potential incapacity, including designating a trusted individual to make medical and financial decisions on your behalf
- Your end-of-life wishes, including any specific instructions for medical treatment or life-sustaining measures
Happy Families
At The Heritance Lawyers (formerly Hermance Law), we strive to provide our clients with the absolute best experience possible. Our offices are child-friendly to accommodate every member of your family. Our team is dedicated to assisting you every step of the planning process. We want you to know that here you aren’t just clients, you are a part of The Heritance Lawyers (formerly Hermance Law) family.
“The Heritance Lawyers (formerly Hermance Law) is the best of the best! They are so knowledgeable and have this whole process down to a science.”
“We had an easy and painless time putting together the information we needed, and they were so great about walking us through any questions we had.”
INCLUDES THE FOLLOWING DOCUMENTS:
Revocable Living Trust
Pour-Over Will (includes guardians)
Advance Health Care Directive
Power of Attorney
HIPAA Authorization
Certificate of Trust
General Assignment
Personal Property Memorandum
EP Summary
Digital Estate Plan
Disclaimer: The attorneys at The Heritance Lawyers (formerly Hermance Law) – Estate Planning Mom®, are licensed to practice law solely in California and meets with clients by appointment only. Nothing in this website should be taken as engaging, or offering to engage, in any activities in any jurisdiction where those activities would constitute the unauthorized practice of law or would otherwise be unlawful or improper. The materials appearing on this Website are provided for informational purposes only and do not constitute legal advice. You should not take action based upon this information without consulting legal counsel. This site is not intended to create an attorney-client relationship. The hiring of a lawyer is an important decision that should not be based solely upon any single source of information, including advertising on this Website.
